Unclaimed Profile

Stacy Graves Fleming

IMA WEALTH, INC.·WICHITA, Kansas

SIE, Series 7, Series 24, Series 66, Series 99Clean record11 years registeredIMA WEALTH, INC.

430 E DOUGLAS AVE, WICHITA, KS 67202CRD# 5782272Firm CRD# 112091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacy Graves Fleming · WICHITA, KS

Registration

CRD #5782272 · IMA WEALTH, INC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IMA WEALTH, INC.

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2018 – Dec 2021

Purcellville, VA

EDELMAN FINANCIAL SERVICES, LLC

Feb 2017 – Nov 2018

FAIRFAX, VA

EDELMAN FINANCIAL SERVICES, LLC

Jun 2015 – Apr 2016

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99

Registration record

First registered · June 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IMA ADVISORY SERVICES, INC.

CRD 112091 · SEC 801-79108

AUM

$912M

Regulatory assets under management

Employees

970 client accounts

Services offered by IMA ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IMA ADVISORY SERVICES, INC. →

Introduction

Speak with Stacy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stacy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WICHITA?

Browse all registered financial advisors in WICHITA, Kansas or claim this profile if it's yours.

Browse WICHITA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stacy Graves Fleming offer?

Stacy Graves Fleming specializes in Financial Planning, Investment Management, Wealth Management.

What are Stacy Graves Fleming's credentials?

Stacy Graves Fleming is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacy Graves Fleming located?

Stacy Graves Fleming is based in WICHITA, Kansas, last registered with IMA WEALTH, INC..

How does Stacy Graves Fleming charge for services?

Stacy Graves Fleming's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IMA WEALTH, INC.?

IMA WEALTH, INC. has approximately 20 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →